Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$10.50亿2026Q2 申报市值
2,749持仓数
37.9%前十大占比 · 第一大 10.6%
105 / 103新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPSM 加仓+$286.43万
NKE 加仓+$273.23万
FSK 新建仓+$246.67万
LULU 加仓+$228.91万
SPAB 加仓+$216.70万
2026Q2 卖出最多 按季末市值估算
FLTR 减仓-$2,217.29万
ET 减仓-$1,773.63万
SNDK 减仓-$209.41万
NVDA 减仓-$155.21万
DAUG 清仓-$152.43万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GAP | GAP INC | $2,895 | 0.00% | 155 | -18 | -10.4% | -$336 | 减仓 |
| XP | XP INC | $2,894 | 0.00% | 178 | -141 | -44.2% | -$2,292 | 减仓 |
| MOV | MOVADO GROUP INC | $2,870 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $2,845 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $2,820 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $2,818 | 0.00% | 245 | -3,303 | -93.1% | -$3.80万 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $2,810 | 0.00% | 225 | 225 | — | $2,810 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $2,805 | 0.00% | 248 | -14 | -5.3% | -$158 | 减仓 |
| OSK | OSHKOSH CORP | $2,763 | 0.00% | 18 | -4 | -18.2% | -$614 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $2,749 | 0.00% | 105 | -84 | -44.4% | -$2,199 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $2,744 | 0.00% | 95 | -315 | -76.8% | -$9,099 | 减仓 |
| TRU | TRANSUNION | $2,741 | 0.00% | 38 | -55 | -59.1% | -$3,967 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $2,706 | 0.00% | 117 | -45 | -27.8% | -$1,041 | 减仓 |
| FIVE | FIVE BELOW INC | $2,697 | 0.00% | 15 | -1 | -6.2% | -$180 | 减仓 |
| UI | UBIQUITI INC | $2,670 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $2,644 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $2,629 | 0.00% | 36 | -18 | -33.3% | -$1,314 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $2,624 | 0.00% | 239 | 239 | — | $2,624 | 新建仓 |
| RELL | RICHARDSON ELECTRS LTD | $2,623 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $2,617 | 0.00% | 25 | 25 | — | $2,617 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $2,590 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,587 | 0.00% | 93 | -47 | -33.6% | -$1,307 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,553 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $2,546 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $2,535 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| INTR | INTER & CO INC | $2,498 | 0.00% | 460 | -115 | -20.0% | -$624 | 减仓 |
| — | PLDT INC | $2,488 | 0.00% | 142 | -250 | -63.8% | -$4,380 | 减仓 |
| LADR | LADDER CAP CORP | $2,488 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $2,486 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $2,483 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $2,474 | 0.00% | 582 | -639 | -52.3% | -$2,716 | 减仓 |
| DOCS | DOXIMITY INC | $2,468 | 0.00% | 119 | -899 | -88.3% | -$1.86万 | 减仓 |
| BCH | BANCO DE CHILE | $2,465 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,449 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $2,434 | 0.00% | 136 | -193 | -58.7% | -$3,454 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $2,421 | 0.00% | 388 | 388 | — | $2,421 | 新建仓 |
| CROX | CROCS INC | $2,413 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,405 | 0.00% | 94 | 18 | 23.7% | $461 | 重新持有 |
| SUI | SUN CMNTYS INC | $2,398 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2,371 | 0.00% | 54 | 4 | 8.0% | $176 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $2,369 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $2,365 | 0.00% | 16 | 1 | 6.7% | $148 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $2,340 | 0.00% | 100 | -153 | -60.5% | -$3,580 | 减仓 |
| CUZ | COUSINS PPTYS INC | $2,308 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $2,305 | 0.00% | 94 | -2,547 | -96.4% | -$6.25万 | 减仓 |
| MZTI | MARZETTI COMPANY | $2,283 | 0.00% | 20 | -287 | -93.5% | -$3.28万 | 减仓 |
| NIO | NIO INC | $2,282 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $2,282 | 0.00% | 64 | -14 | -17.9% | -$499 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $2,281 | 0.00% | 213 | 213 | — | $2,281 | 新建仓 |
| MBB | ISHARES TR | $2,268 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $2,268 | 0.00% | 136 | 36 | 36.0% | $600 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,255 | 0.00% | 36 | -24 | -40.0% | -$1,503 | 减仓 |
| KFRC | KFORCE INC | $2,252 | 0.00% | 48 | -41 | -46.1% | -$1,924 | 减仓 |
| TREX | TREX INC | $2,252 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC | $2,232 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2,221 | 0.00% | 165 | -3,198 | -95.1% | -$4.30万 | 减仓 |
| CMCL | CALEDONIA MNG CORP | $2,216 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $2,207 | 0.00% | 36 | 7 | 24.1% | $429 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $2,194 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2,149 | 0.00% | 49 | -142 | -74.3% | -$6,228 | 减仓 |
| SON | SONOCO PRODS CO | $2,141 | 0.00% | 38 | -57 | -60.0% | -$3,212 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,127 | 0.00% | 33 | -8 | -19.5% | -$516 | 减仓 |
| ROOT | ROOT INC | $2,125 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC | $2,124 | 0.00% | 68 | -1,001 | -93.6% | -$3.13万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $2,103 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $2,101 | 0.00% | 24 | 6 | 33.3% | $525 | 加仓 |
| TW | TRADEWEB MKTS INC | $2,093 | 0.00% | 21 | -37 | -63.8% | -$3,688 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $2,086 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $2,072 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| — | LIFEVANTAGE CORP | $2,059 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $2,052 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $2,046 | 0.00% | 21 | -14 | -40.0% | -$1,364 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,027 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | OFS CREDIT COMPANY INC | $2,022 | 0.00% | 790 | -172 | -17.9% | -$440 | 减仓 |
| EWM | ISHARES INC | $2,021 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $1,998 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $1,997 | 0.00% | 60 | 53 | 757.1% | $1,764 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $1,993 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $1,992 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,987 | 0.00% | 51 | -41 | -44.6% | -$1,597 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,982 | 0.00% | 38 | 27 | 245.5% | $1,408 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1,964 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1,957 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VTMX | VESTA REAL ESTATE CORP | $1,956 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $1,954 | 0.00% | 240 | -3,172 | -93.0% | -$2.58万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,944 | 0.00% | 58 | 12 | 26.1% | $402 | 加仓 |
| POST | POST HLDGS INC | $1,942 | 0.00% | 22 | 7 | 46.7% | $618 | 加仓 |
| FLOT | ISHARES TR | $1,940 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $1,930 | 0.00% | 843 | 669 | 384.5% | $1,532 | 加仓 |
| QXO | QXO INC | $1,884 | 0.00% | 109 | 27 | 32.9% | $467 | 加仓 |
| KOMP | SPDR SERIES TRUST | $1,859 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $1,859 | 0.00% | 121 | 121 | — | $1,859 | 新建仓 |
| REZ | ISHARES TR | $1,799 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | 1 800 FLOWERS COM INC | $1,796 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $1,789 | 0.00% | 31 | -57 | -64.8% | -$3,289 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,765 | 0.00% | 127 | 127 | — | $1,765 | 新建仓 |
| GMED | GLOBUS MED INC | $1,738 | 0.00% | 22 | 10 | 83.3% | $790 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1,725 | 0.00% | 134 | 6 | 4.7% | $77 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $1,721 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $1,707 | 0.00% | 28 | 20 | 250.0% | $1,219 | 加仓 |